Exchange Services

exchange services for Atlanta, GA investors who need concrete replacement-property decisions, advisor-ready documentation, and deadline control.

Plan with clarity

Exchange Services

Replacement Property Identification

Replacement Property Identification

A disciplined replacement-property search for Atlanta exchangers who need realistic options before the 45-day identification window closes.

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45 Day Identification Strategy

45 Day Identification Strategy

A focused plan for using the first 45 days after a relinquished sale to document replacement property choices without wasting optionality.

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180 Day Closing Coordination

180 Day Closing Coordination

Closing-calendar management for exchangers who have identified replacement assets and now need transactions to close inside the 180-day exchange period.

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Three Property Rule Strategy

Three Property Rule Strategy

A practical approach to the three-property rule for exchangers who want a concise identification list with high confidence in each option.

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200 Percent Rule Strategy

200 Percent Rule Strategy

Identification planning for exchangers who need more than three properties while keeping total identified value within the 200 percent limit.

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95 Percent Rule Strategy

95 Percent Rule Strategy

A narrow, high-discipline strategy for uncommon exchanges where the identification list exceeds other rule limits and nearly all identified value must be acquired.

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Forward Exchange Coordination

Forward Exchange Coordination

Coordination for the standard sell-first 1031 exchange sequence, from relinquished closing through identification and replacement acquisition.

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Reverse Exchange Coordination

Reverse Exchange Coordination

Coordination for buy-first exchange structures when an Atlanta investor needs to secure a replacement before the relinquished property sale is complete.

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Improvement Exchange Planning

Improvement Exchange Planning

Planning for exchanges where replacement value depends on improvements completed within the exchange structure and timeline.

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Qualified Intermediary Coordination

Qualified Intermediary Coordination

Operational coordination with the qualified intermediary so exchange funds, notices, assignments, and deadlines stay aligned.

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DST Placement Coordination

DST Placement Coordination

Coordination for Delaware Statutory Trust replacement options when an exchanger wants passive ownership or backup closing certainty.

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NNN and STNL Property Sourcing

NNN and STNL Property Sourcing

Sourcing support for triple-net and single-tenant net lease replacement properties aligned with exchange timing and income goals.

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Multifamily Replacement Sourcing

Multifamily Replacement Sourcing

Replacement sourcing for exchangers targeting apartments, small multifamily, build-to-rent, or mixed residential income assets around Atlanta.

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Industrial Property Identification

Industrial Property Identification

Identification support for exchangers considering warehouse, flex, logistics, small-bay, and light industrial replacement assets.

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Retail Replacement Sourcing

Retail Replacement Sourcing

Sourcing for retail replacement properties with attention to tenant mix, lease rollover, traffic drivers, and exchange closeability.

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Medical Office Replacement Sourcing

Medical Office Replacement Sourcing

Replacement sourcing for medical office and healthcare-adjacent real estate with lease, buildout, and location-specific diligence.

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Self Storage Replacement Sourcing

Self Storage Replacement Sourcing

Sourcing support for exchangers evaluating self-storage facilities, expansion opportunities, and storage-adjacent income assets.

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Rent Roll Analysis

Rent Roll Analysis

Detailed rent-roll review for replacement properties so exchangers understand tenant income, lease exposure, and underwriting assumptions.

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T12 Financial Review

T12 Financial Review

Trailing-12 financial review for replacement assets so income, expenses, and lender assumptions are tested before the exchange decision.

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Market Comparable Analysis

Market Comparable Analysis

Comparable-market analysis for replacement properties using local submarket context, income metrics, and sale evidence.

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Lender Preflight Coordination

Lender Preflight Coordination

Early lender coordination for exchange buyers so financing constraints do not derail identification or 180-day closing plans.

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Boot Calculation Support

Boot Calculation Support

Operational support for organizing the numbers that tax advisors use to evaluate cash, debt, and non-like-kind value in an exchange.

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Form 8824 Preparation Support

Form 8824 Preparation Support

Document organization for the information a CPA or tax preparer uses when reporting a like-kind exchange on Form 8824.

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Tax Advisor and CPA Coordination

Tax Advisor and CPA Coordination

Coordination between exchange stakeholders and the taxpayer's CPA or tax advisor so transaction decisions are reviewed before deadlines pass.

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Exchange Documentation Assembly

Exchange Documentation Assembly

Assembly of the exchange document file so contracts, identification records, QI papers, settlement statements, and advisor materials are complete and findable.

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Ready to organize the exchange?

Bring the property, dates, and open questions. We will help turn them into a clear exchange plan.

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(404) 975-1635